SHEL icon

Shell
SHEL

Overview Fund Activity

1,357 hedge funds and large institutions have $24.6B invested in Shell in 2024 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 424 increasing their positions, 532 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+19
Holders Change %
+1.42%
% of All Funds
18.06%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
146
Increased
424
Reduced
532
Closed
103
Calls
$891M
Puts
$371M
Net Calls
+$521M
Net Calls Change
+$35.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.32B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$141M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$137M
4
UBS Group
UBS Group
Switzerland
+$127M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$101M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$114B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$319M
3
WGI
Westwood Global Investments
Massachusetts
-$199M
4
OAG
Orbis Allan Gray
Bermuda
-$198M
5
Holocene Advisors
Holocene Advisors
New York
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
701
Aries Wealth Management
Maine
$540K +$114K +1,815 +27%
BWAM
702
Boyd Watterson Asset Management
Ohio
$539K – – –
DI
703
Diligent Investors
California
$538K -$2.38K -38 -0.4%
SW
704
StrongBox Wealth
Missouri
$537K -$178K -2,834 -25%
UB
705
UMB Bank
Missouri
$536K -$315K -5,034 -37%
RHDIC
706
R.H. Dinel Investment Counsel
California
$535K – – –
BFO
707
Boston Family Office
Massachusetts
$533K – – –
PP
708
PDS Planning
Ohio
$532K -$90.5K -1,445 -15%
CPA
709
Cardiff Park Advisors
California
$527K +$4.64K +74 +0.9%
GM
710
GeoWealth Management
Illinois
$527K -$174K -2,772 -25%
CWM
711
Chemistry Wealth Management
New York
$525K +$21.6K +344 +4%
NSIM
712
North Star Investment Management
Illinois
$524K – – –
PTC
713
Philadelphia Trust Company
Pennsylvania
$523K -$3.07K -49 -0.6%
LWAM
714
Legacy Wealth Asset Management
Minnesota
$520K +$313 +5 +0.1%
SL
715
Summitry LLC
California
$518K +$73.9K +1,179 +17%
BWM
716
Baron Wealth Management
Michigan
$514K – – –
SWP
717
Strategic Wealth Partners
Ohio
$514K -$1.1M -16,269 -68%
WAG
718
Wallace Advisory Group
California
$513K -$34.9K -529 -6%
NWAG
719
Net Worth Advisory Group
Utah
$512K -$150K -2,395 -23%
KA
720
Kovack Advisors
Florida
$510K -$11.7K -187 -2%
AF
721
Apexium Financial
Texas
$509K +$9.02K +144 +2%
BHPW
722
Beverly Hills Private Wealth
California
$508K -$50.8K -811 -9%
WJWM
723
Williams Jones Wealth Management
New York
$507K -$19K -304 -4%
IIM
724
InTrack Investment Management
Vermont
$506K +$74.8K +1,135 +17%
OIC
725
Orion Investment Company
Missouri
$502K – – –
27 28
29
30 31